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BilkeyKatz Investment Consultants has an open door policy for any investment management organization. We seek advisers that can best meet our clients’ needs. Our approach is one of cooperation, and we believe that the client, consultant and investment adviser all bring valuable elements to the process.

In addition to IM InvestWorks® and Morningstar Direct  software and databases, we subscribe to Investment Metrics, LLC's (IM) peer ranking and performance measurement services, amongst others.

We welcome meetings in our offices at any time. We are conveniently located in Downtown Pittsburgh. You will meet with a senior consultant who is experienced in evaluating investment managers.

If you are interested in contacting us, please click below to send us an email.

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Additional information about BilkeyKatz Investment Consultants is available on the United States Securities and Exchange Commission (SEC) website at You can search this site by a unique identifying number known as a CRD number. The CRD number for BilkeyKatz is 125216.

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